Meetings
The BART Investment Plans Committee meets once a month (see calendar below) to discuss investments, policy, and ongoing administrative issues relating to the Plans. The meetings are open to the public and Participants are encouraged to attend. (Persons wishing to address the Committee during the meeting must complete a Speakers Request Card when they enter that day's meeting so that they may be added to the agenda).
Meetings begin at 9 a.m. and continue until the agenda is completed. Select the appropriate links below to view agendas and minutes from previous meetings. View the Guest Speaker Card and Zoom instructions.
2022 Meeting Dates | Fund Manager | Agenda | Minutes |
---|---|---|---|
January 26, 2022 | Strategic Planning | View Agenda | View Minutes |
February 23, 2022 | Galliard Capital Management | View Agenda | View Minutes |
March 23, 2022 | SSgA | View Agenda | View Minutes |
April 27, 2022 | Harding Loevner | View Agenda | View Minutes |
May 25, 2022 | Templeton | View Agenda | View Minutes |
June 22, 2022 | DoubleLine | View Agenda | View Minutes |
July 27, 2022 | William Blair | View Agenda | View Minutes |
August 24, 2022 | JP Morgan Chase | View Agenda | View Minutes |
September 28, 2022 | Westwood | View Agenda | View Minutes |
October 26, 2022 | Dodge & Cox | View Agenda | View Minutes |
November 16, 2022 | T. Rowe Price | View Agenda | |
December 7, 2022 | Open | View Agenda |